See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,260 | $180,449-88.8% | $154,107-86.9% | $135,375-85.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -9.05% | 888.09%-897.1pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,267 | $6,035-79.0% | $5,298-76.1% | $4,779-73.5% |
| Participant deferral / active EE | $4,868 | $5,806-16.2% | $5,081-4.2% | $5,609-13.2% |
| Admin fee / account holder | $68 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |